Switch Applications & Withdrawal RequestsPlease note — any applications or requests received after 3pm may not be processed until the next working day. A change to how your funds are invested, or a withdrawal, will take a minimum of 2 business days to be completed. The unit price is calculated after both local and overseas markets have closed, so an investment switch processed on Monday, for example, can only be completed once all markets have closed — which would normally fall on the Wednesday.
Product Disclosure Statement
LifeSaver Plan Product Disclosure Statement
Quarterly Fund Updates
September 2023
LifeSaver Preservation Fund Update September 2023
LifeSaver NZ Fixed Income Fund Update September 2023
LifeSaver Conservative Fund Update September 2023
LifeSaver Balanced Fund Update September 2023
LifeSaver Growth Fund Update September 2023
LifeSaver Equity Fund Update September 2023
LifeSaver Trans Tasman Equity Fund Update September 2023
Forms
LifeSaver Plan Direct Debit Authority Form
Direct Debit Amendment/Cancellation Form
LifeSaver Plan Investment Switch Form
LifeSaver Plan Withdrawal Request Form
LifeSaver Plan First Home Withdrawal Form
LifeSaver Plan NZRDA – Location Transfer Form
LifeSaver Plan Employer Authorised Signatories Form
Prescribed Investor Rate (PIR) Form
Appointment of Financial Adviser Form
Third Party Access Request Form
Certificate of Non-revocation
Annual Reports
Other Material Information
Fisher Funds LifeSaver Plan Other Material Information
Governing Document
Fisher Funds LifeSaver Plan Governing Document
SIPO
Fisher Funds LifeSaver Plan SIPO
